MIA

Milestone Investment Advisors Portfolio holdings

AUM $403M
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$351M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$3.86M
3
+$2.99M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.94M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.87M

Top Sells

1
+$3.88M
2
+$2.26M
3
+$2.03M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$360K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$332K

Sector Composition

1 Technology 2.85%
2 Healthcare 1.4%
3 Financials 1.13%
4 Industrials 0.71%
5 Consumer Staples 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$8.81K ﹤0.01%
+68
302
$8.19K ﹤0.01%
+447
303
$8.04K ﹤0.01%
+22
304
$8.03K ﹤0.01%
+100
305
$7.91K ﹤0.01%
+31
306
$7.78K ﹤0.01%
+448
307
$7.68K ﹤0.01%
+35
308
$7.48K ﹤0.01%
+59
309
$7.41K ﹤0.01%
+369
310
$7.31K ﹤0.01%
+59
311
$7.26K ﹤0.01%
+10
312
$6.9K ﹤0.01%
+300
313
$6.79K ﹤0.01%
306
+2
314
$6.77K ﹤0.01%
+19
315
$6.67K ﹤0.01%
+234
316
$6.66K ﹤0.01%
+800
317
$6.49K ﹤0.01%
+54
318
$6.01K ﹤0.01%
+50
319
$5.95K ﹤0.01%
150
320
$5.78K ﹤0.01%
+211
321
$5.74K ﹤0.01%
+38
322
$5.69K ﹤0.01%
+117
323
$5.49K ﹤0.01%
32
324
$5.44K ﹤0.01%
+45
325
$5.32K ﹤0.01%
+82
11 12
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